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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,704 | $45,566-63.3% | $64,105-73.9% | $59,633-72.0% |
| Participation rate | 63.2% | 60.2%+3.0pp | 68.2%-5.0pp | 68.7%-5.5pp |
| Annual return | -1.00% | 4.95%-6.0pp | 791.24%-792.2pp | 2041.40%-2042.4pp |
| Employer contribution / active EE | $666 | $934-28.7% | $1,820-63.4% | $2,203-69.8% |
| Participant deferral / active EE | $827 | $2,057-59.8% | $2,822-70.7% | $3,192-74.1% |
| Admin fee / account holder | $1,626 | $3,268-50.2% | $4,499-63.9% | $4,297-62.2% |